See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,945 | $65,409-3.8% | $98,442-36.1% | $85,850-26.7% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 14.83% | 21.76%-6.9pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,297 | $2,168+6.0% | $2,960-22.4% | $2,565-10.5% |
| Participant deferral / active EE | $3,386 | $3,166+6.9% | $4,276-20.8% | $3,952-14.3% |
| Admin fee / account holder | $1,390 | $4,593-69.7% | $5,949-76.6% | $6,260-77.8% |